by Kenny | Jan 17, 2020 | Weekly Newsletter
WHEN YOU ARE READY TO retire, there are certain basic things you should do before you leave the comfort and security of your old job. You need to make final adjustments to your financial plan and make important decisions about Social Security and health insurance.... by Kenny | Jan 16, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst Question: Hoping you might be able to offer some guidance. We have a client who has two IRA accounts. The client is 80 years of age. He wants to convert the full amount in one of his IRA accounts to a Roth. The IRS says that... by Kenny | Jan 15, 2020 | Uncategorized
By Sarah Brenner, JD IRA Analyst On December 20, 2019 the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. This new law includes some big changes for your retirement account. Here are the top 10 things you need to know: No more... by Kenny | Jan 14, 2020 | Uncategorized
January 13, 2020 Chadd Mason, CEO The Cabana Group News-Driven Market Predictions Can Be a Recipe for Disaster What a week! In just about seven days, we (the U.S.) and the world have stepped back from the brink of war with Iran, Iran has shot down a civilian aircraft... by Kenny | Jan 13, 2020 | Uncategorized
By Andy Ives, CFP®, AIF® IRA Analyst The stretch IRA is on a stretcher and paramedics just loaded it into an ambulance. It is on life support. Prognosis: negative. For most new beneficiaries, the stretch will not survive. The SECURE Act is the perpetrator, and it...